Sage 100

Sage 100 2018 payroll was closed for a client. They have a couple standard deductions for employee loans. During the year end the 2017 balance was copied to the 2018 goal on the deduction tab of employee maintenance but the balance is zero so the remaining balance is not being included in payroll. I should know this but I dont... 1) What did Sage 100 2017 do during year end? 2) What should 2018 do during year end?

What do you mean by ""but the balance is zero so the remaining balance is not being included in payroll.""? Do you mean that the 2018 goal was met, leaving the goal at zero, yet there is still a balance due on the loan? In 2017 the remaining balance should have rolled over, and theoretically the same will happen in 2018. I've not run year end yet, so I'm not certain.

I have the same question about standard deductions for employee contrib to a 401(k) plan and the employer's contrib to a separate deduction code for 401(k). Should the standard deduction ""Ded. Goal"" be carried over from year to year, or is the ""Ded. Balance"" in Employee Maintenance set up and the next year's ""Ded. Goal""?

@LarryBradford I think you've found a bug! (If I understand your question correctly.) In prior versions, for loans/advances the Goal and Balance would carry over from the prior year's balance. The 401k (PensionPlan) deduction will bring over the same Goal as the prior year, and reset the Balance to the Goal amount. Not the case in 2018 when I tested - the Balance is brought over as zero for the loan/advance with the Goal being set to the amount of the prior year's (ending/remaining) Balance. @MichaelMcDonald My experience has always been that for Pension Plan deductions the prior year's Goal flows into the new year, remaining the same amount (we always have to change this for the new max for some employees). For regular deductions, like loans/advances that would have a Goal and/or Balance set, the prior year's ending/remaining Balance normally flows through to the new year (the Goal amount will populate from the Balance, also, if the field is utilized). Hope that helps!